Blog

http://www.financialstandard.com.au/news/view/90209244 SMSF members need to embrace fintech to minimise the erosion of returns and add simplicity to the costs of both asset ownership and administration. Managed account software provider MA Operator says many SMSFs are [...]

Inefficiencies and additional cost layers imposed on SMSFs are “unnecessary and unacceptable”, a financial services technology provider has said, calling for advisers to address the issue of the double dipping of fees. In a statement [...]

BY S. BERNASCONI Tuesday, 09 August 2016 The managed accounts sector is set to keep growing, but inefficient manual processes are limiting advisers’ capacity, writes MA Operator’s Shannon Bernasconi. According to a recent report from [...]

Analytics, long used in the construction of portfolios, are emerging as a powerful communications tool for advisers. They can aid discussions about portfolio performance and also help advisers and clients make decisions about future investments. [...]

Whilst there’s still debate about just how regularly investment portfolios should be rebalanced, most would agree that the time and costs involved can be staggering. In addition to determining the securities to be bought and [...]

According to a recent report from Morgan Stanley, the managed accounts industry is tipped to hit $60 billion by 2020. It’s a landmark opportunity for managed account operators, MDA Operators (managed discretionary account) and financial [...]

New MDA technology provider targets IFAs A new managed discretionary accounts (MDA) technology firm has launched in Australia today, targeting the IFA sector with services intended to tackle some common ‘pain points’. The firm’s MA [...]

New fintech fills the void of efficiency and independence for managed accounts MA Operator, a brand new technology for financial advisers, launched in Sydney today. The firm provides three different services on the same comprehensive [...]